ADV Overview and My ADV Overview dashboards were designed to bring transparency on the business practices, comparison between different managers and advisors and quickly assess risks.
To view the ADV Overview or My ADV Overview dashboards:
- Navigate to "Analyze" >"Advanced Reports".
- In the advanced report, select "ADV Overview" or "My ADV Overview"
ADV Overview dashboard tracks all managers / advisors that submit their information to SEC, while My ADV Overview tracks the portfolio managers; these that are tracked via "Data Hub" > "Portfolio".
For the dashboard, you can filter (use the filter on the left) the dashboard by users, teams, activity, and activity type.
You can also filter the activities by date and create a custom view for your reference.
Global Overview
Use this page to review firm count, top administrators, DRP count, firm distribution (by location), asset distribution, discretionary & non discretionary RAUM.
Filing Report
Use this page to review filings findings and find new filers.
See the video below for additional information: